Importing Trades via Generic CSV File Upload

Why Use CSV Import for Trades?

Manually entering trades can be time-consuming, especially for active traders. Importing trades via a CSV file allows you to quickly upload multiple trades at once, ensuring accuracy and efficiency.

Steps to Import Trades Using a CSV File

1. Select Your Account

• Select the account to which you want to import trades

2. Select Broker

• Select the broker, there is only TradeReview format for now. If you want us to add your broker then please contact at [email protected] and provide an example of your csv import and we’ll do our best to add it as soon as possible.

3. Prepare Your CSV File

• Click on the right side to download the csv template

• Ensure your file is formatted correctly with necessary columns:

  • Date
  • Time
  • Symbol
  • Type (stock or option)
  • Price
  • Quantity (add ”-” in case of selling)
  • Commission (Optional)
  • Fee (Optional)
  • Tags (Optional)
  • Notes (Optional)

• Save your file in .csv format.

Notes: Options symbol format: YHOO150416C00030000

Component	Value	Location in symbol
Root Symbol	YHOO	YHOO150416C00030000
Expiration Year	2015	YHOO150416C00030000
Expiration Month	04	YHOO150416C00030000
Expiration Day	16	YHOO150416C00030000
Cal or Put	Call	YHOO150416C00030000
Strike Price*	$30.00	YHOO150416C00030000

*The decimal point falls 3 places from the right in the options symbol: 00000.000

Here is the example of the file - download